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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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2996 results found

  1. 7 votes

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  2. When a role is removed in PandaDoc Classic Editor, remove the fields that have been assigned to that role as well.

    16 votes

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  3. 16 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  4. change orientation for uploaded template

    14 votes

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  5. To be specific, I'm using Pipedrive as my CRM which integrates with Pandadoc. My question relates to using the API to make that connection and not have to manually login to make the connection.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  6. Shortcuts for documents or templates

    7 votes

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  7. Duplicate price column in a pricing table.

    6 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. Filter contacts in PandaDoc based on contact info when adding as a recipient

    8 votes

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    2 comments  ·  Other  ·  Admin →
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  9. 14 votes

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  10. Integration with InfusionSoft / Keap

    10 votes

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    1 comment  ·  Integrations  ·  Admin →
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  11. 9 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. 2 votes

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    0 comments  ·  Other  ·  Admin →
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  13. Sometimes people want to show a recipient how much they are saving per month per pricing table line item in the pricing table before the 12-month-term multiplier (or whatever) is applied.

    6 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. 15 votes

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  15. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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  16. Ability to send "Document Approved" notification to more than just the document creator.

    14 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. PandaDoc localization in Russian.

    12 votes

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    1 comment  ·  Localization  ·  Admin →
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  18. 8 votes

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  19. Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.

    11 votes

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  20. 5 votes

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    1 comment  ·  Integrations  ·  Admin →
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